Filed March 27, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,425 | $102,828+104.6% | $105,387+99.7% | $152,861+37.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.76% | 20.85%-10.1pp | 26.82%-16.1pp | 345.32%-334.6pp |
| Employer contribution / active EE | $6,914 | $4,473+54.6% | $4,213+64.1% | $4,762+45.2% |
| Participant deferral / active EE | $10,358 | $5,465+89.5% | $5,502+88.3% | $5,850+77.1% |
| Admin fee / account holder | $2,410 | $8,683-72.2% | $6,559-63.3% | $11,596-79.2% |